BRO icon

Brown & Brown

889 hedge funds and large institutions have $24.5B invested in Brown & Brown in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 396 increasing their positions, 290 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

17% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 121

17% less capital invested

Capital invested by funds: $29.5B → $24.5B (-$4.96B)

36% less funds holding in top 10

Funds holding in top 10: 2818 (-10)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$6.37M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
276
Nissay Asset Management
Japan
$3.61M
BCM
277
Brookstone Capital Management
Illinois
$3.6M
SAA
278
Southeast Asset Advisors
Georgia
$3.54M
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
$3.52M
MJRIC
280
Mogy Joel R Investment Counsel
California
$3.44M
WP
281
WealthPLAN Partners
Nebraska
$3.43M
FNA
282
First National Advisers
Nebraska
$3.39M
LFS
283
Legacy Financial Strategies
Kansas
$3.37M
IF
284
Integrity Financial
Wyoming
$3.36M
AG
285
AmeriFlex Group
Nevada
$3.3M
UM
286
UniSuper Management
Australia
$3.24M
DC
287
Davenport & Co
Virginia
$3.2M
AM
288
AGF Management
Ontario, Canada
$3.16M
IAA
289
Independent Advisor Alliance
North Carolina
$3.16M
OPERF
290
Oregon Public Employees Retirement Fund
Oregon
$3.15M
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$3.11M
Thrivent Financial for Lutherans
292
Thrivent Financial for Lutherans
Minnesota
$3.09M
SF
293
Summit Financial
New Jersey
$3.06M
OAM
294
OP Asset Management
$2.97M
SOADOR
295
State of Alaska Department of Revenue
Alaska
$2.93M
AIM
296
AXA Investment Managers
France
$2.93M
USCWA
297
U.S. Capital Wealth Advisors
Texas
$2.92M
Bank Julius Baer & Co
298
Bank Julius Baer & Co
Switzerland
$2.91M
FA
299
Faithward Advisors
Pennsylvania
$2.91M
EF
300
Empowered Funds
Pennsylvania
$2.88M